AF

Ally Financial Portfolio holdings

AUM $885M
1-Year Est. Return 3.05%
This Quarter Est. Return
1 Year Est. Return
+3.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$850M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.35M
3
+$5.2M
4
BAC icon
Bank of America
BAC
+$5M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.85M

Top Sells

1
+$13.5M
2
+$10.8M
3
+$10.7M
4
INTC icon
Intel
INTC
+$9.42M
5
CHRW icon
C.H. Robinson
CHRW
+$8.22M

Sector Composition

1 Financials 15.38%
2 Consumer Staples 12.5%
3 Technology 12.11%
4 Healthcare 11.33%
5 Consumer Discretionary 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.73M 0.67%
47,840
52
$5.69M 0.67%
60,000
+30,000
53
$5.6M 0.66%
230,000
+85,000
54
$5.5M 0.65%
235,000
55
$5.49M 0.65%
65,000
56
$5.45M 0.64%
80,000
57
$5.35M 0.63%
+45,000
58
$5.34M 0.63%
52,000
59
$5.33M 0.63%
45,000
+23,000
60
$5.33M 0.63%
60,000
61
$5.28M 0.62%
110,000
+5,000
62
$5.26M 0.62%
145,000
63
$5.23M 0.62%
50,000
-55,000
64
$5.2M 0.61%
125,000
+9,000
65
$5.09M 0.6%
123,056
66
$5.04M 0.59%
50,000
-30,000
67
$5M 0.59%
190,000
-190,000
68
$5M 0.59%
+325,000
69
$4.95M 0.58%
400,000
-220,000
70
$4.86M 0.57%
110,000
71
$4.85M 0.57%
+100,000
72
$4.79M 0.56%
15,000
73
$4.26M 0.5%
110,000
+10,000
74
$4.13M 0.49%
50,000
75
$4.09M 0.48%
100,000
1 2
3
4 5